Approval flow for credit notes

M_Brinkman

Hi all,

I have set up the first draft for an approval flow to draw up credit notes. At the moment I have a flow set up as test that works very well for 1 condition - but I need to have a flow that includes 3 conditions:

- credit note approval request between 1-50 euro goes to person A

- credit note approval request  between 51-250 euro goes to person B

- credit note approval request  > 250 goes to person C

At the moment I don't know how the includes more than condition (that is not sequential). Can anyone help me out?

Thanks!

Andrée Starå

Hi,

You'd use three different Condition Paths for that.

1. Credit Note is more than 250
2. Between 51-250
3. Between 1-50

Would that work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome

And since we can now use formulas in a Contact Column, you can use an IF statement to drive who's info is populated on the sheet itself based on the amount. Then the workflow would be a single path sent to whomever is listed in the contact column.

 

I personally find formulas much easier to work with than multi-path workflows.

Andrée Starå

I like the multi-path workflows better because you can personalize the message, settings and more. It's more work, but I like the end result better.

Paul Newcome

Very true. I generally don't personalize much more than what you can do with placeholders though, so the extra work doesn't really make a difference for me. As a result, I hadn't really thought much about the additional levels of personalization/customization, but that does make sense. 

Andrée Starå

A trick I sometimes is to use a specific column to add the text for the placeholder, and it can also JOIN information from multiple cells. I last used it for a client in the construction space to personalize the message to his contractors when they have an approved payment coming and to be able to add a little humor to the message.